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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,115 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$178M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$31.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$29M
5
Bank of America
Bank of America
North Carolina
+$24.3M

Top Sellers

1
WA
Waterford Advisors
New York
-$248M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$32.3M
4
Cerity Partners
Cerity Partners
New York
-$22.6M
5
Ameriprise
Ameriprise
Minnesota
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1176
Halbert Hargrove Global Advisors
California
– -$21.5K -918 Closed
SFG
1177
Stonebridge Financial Group
Pennsylvania
– -$20.7K -884 Closed
GFPC
1178
Global Financial Private Client
Florida
– -$18.7K -796 Closed
AF
1179
Abound Financial
California
– -$17.2K -736 Closed
1IA
1180
1620 Investment Advisors
Massachusetts
– -$7.92K -338 Closed
BGWM
1181
Bridge Generations Wealth Management
Florida
– -$7.66K -327 Closed
WT
1182
Washington Trust
Rhode Island
– -$5.62K -240 Closed
MPWT
1183
MassMutual Private Wealth & Trust
Connecticut
– -$5.16K -220 Closed
CI
1184
CX Institutional
Indiana
– -$5K -218 Closed
CWM
1185
Compass Wealth Management
Connecticut
– -$4.97K -212 Closed
MIM
1186
MTM Investment Management
South Carolina
– -$4.98K -212 Closed
CB
1187
CNB Bank
Pennsylvania
– -$4.59K -196 Closed
RP
1188
Rice Partnership
Hawaii
– -$4.5K -192 Closed
MSWA
1189
Marshall & Sterling Wealth Advisors
New York
– -$3.4K -145 Closed
RCM
1190
Raleigh Capital Management
North Carolina
– -$3.28K -140 Closed
KWM
1191
Kiker Wealth Management
Georgia
– -$2.95K -126 Closed
VWM
1192
Valley Wealth Managers
New Jersey
– -$1.27K -54 Closed
NFSG
1193
Newbridge Financial Services Group
Florida
– -$1.22K -52 Closed
RCA
1194
Runnymede Capital Advisors
Ohio
– -$843 -36 Closed
PIP
1195
Peachtree Investment Partners
Florida
– -$775 -33 Closed
LWMI
1196
Legacy Wealth Management (Idaho)
Idaho
– -$282 -12 Closed
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